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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,999 | $135,956-65.4% | $123,894-62.1% | $273,972-82.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 4.98% | 56.63%-51.6pp | 47.52%-42.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $749 | $5,170-85.5% | $4,617-83.8% | $4,869-84.6% |
| Participant deferral / active EE | $2,039 | $6,343-67.9% | $5,984-65.9% | $5,287-61.4% |
| Admin fee / account holder | $2,817 | $9,817-71.3% | $8,357-66.3% | $10,133-72.2% |